A detailed history of Peterson Wealth Services transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Peterson Wealth Services holds 897 shares of UNH stock, worth $509,101. This represents 0.16% of its overall portfolio holdings.

Number of Shares
897
Previous 888 1.01%
Holding current value
$509,101
Previous $439,000 3.87%
% of portfolio
0.16%
Previous 0.16%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$439.2 - $524.63 $3,952 - $4,721
9 Added 1.01%
897 $456,000
Q1 2024

May 01, 2024

BUY
$472.6 - $545.42 $4,726 - $5,454
10 Added 1.14%
888 $439,000
Q4 2023

Jan 31, 2024

BUY
$509.47 - $552.97 $7,132 - $7,741
14 Added 1.62%
878 $462,000
Q3 2023

Nov 14, 2023

BUY
$447.75 - $510.93 $7,611 - $8,685
17 Added 2.01%
864 $435,000
Q2 2023

Jul 13, 2023

BUY
$458.49 - $526.23 $3,209 - $3,683
7 Added 0.83%
847 $407,000
Q1 2023

Apr 06, 2023

BUY
$460.33 - $518.33 $106,796 - $120,252
232 Added 38.16%
840 $396,000
Q4 2022

Jan 20, 2023

SELL
$498.86 - $555.15 $1,995 - $2,220
-4 Reduced 0.65%
608 $0
Q3 2022

Nov 09, 2022

BUY
$501.24 - $549.95 $22,054 - $24,197
44 Added 7.75%
612 $309,000
Q2 2022

Jul 11, 2022

BUY
$452.06 - $546.01 $9,493 - $11,466
21 Added 3.84%
568 $292,000
Q1 2022

Apr 18, 2022

BUY
$455.89 - $520.82 $31,000 - $35,415
68 Added 14.2%
547 $279,000
Q4 2021

Jan 31, 2022

BUY
$387.01 - $505.58 $185,377 - $242,172
479 New
479 $241,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $531B
  • Description
  • UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...
More about UNH
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